Creating Suppliers

Creating Suppliers

This video shows how to create Suppliers, Supplier Contacts and Supplier Account Numbers in EQ.

Second September Updates

Second September Updates

Multi-Factor Authentication (MFA) has been added to EQ, a “Customer” section to Pick Tickets, and various other improvements.

Second September Updates

EQ Updates May 2022

2 new features were added in this update. Fuel Surcharges are now part of EQ to charge and show your customers. Descriptions and Notes fields are now expandable so you can see the entire thing to edit. Also a few bug fixes are included.

Implementation Tools

Implementation Tools

This video shows you how to use the implementation documents throughout your go-live process.

Second September Updates

MORE EQ Updates March 2022

The 2nd Set of Updates in March 2022 include new Proposal / Contract updates to make them look more modern. These are the first of many updates that will be made to Proposals & Contracts. Also included is a major performance update when bulk deleting Selections.

Second September Updates

EQ Updates March 2022

March updates include a new Proposal, changes to the Pick Tickets, QuickBooks Purchase Order Exports and other improvements.

Performance Fixes Feb 2022

Performance Fixes Feb 2022

We’ve made 2 significant performance improvements in EQ. First is when a Quote or Sales Order builds up a LOT of history, it would slow down the Order so things take longer. The second is when creating PO’s and you have a lot of items or use a PO rule to separate items out. This would sometimes be slow or lock up the order. These 2 issues have been fixed and performance is drastically better.

Why is My Text White and I Can’t See it?

Why is My Text White and I Can’t See it?

If you notice your login form has weird shading and it’s hard to see the text, or your text has turned white on a white background so you can’t see it, you need to turn off your “Dark Mode” theme.

Performance Fixes Feb 2022

December 2021 Fixes

This update fixes a couple of issues in EQ when “Duplicating Line Items” or “Importing Address from Customer”.

Performance Fixes Feb 2022

Supplier Account Numbers Fix

We’ve fixed a bug in Supplier Account Numbers where it was NOT limiting the Suppliers or Catalogs to only the Locations that have a valid account number. If you’re no longer seeing a Supplier or Catalog you were previously, follow these instructions.

Performance Fixes Feb 2022

Calendar Job Panel Improvements

The Calendar Job’s Panel has been completely revamped to dramatically increase speed. Now the list comes up immediately with no lag.

Flash Error on Dashboard

Flash Error on Dashboard

If you see this Flash error on your dashboard, follow these instructions to prevent Flash from running in your browser.

The Importance of Consistency in Your Cabinet Dealership

The Importance of Consistency in Your Cabinet Dealership

Throughout our business lives, we’ve all learned it.  “You need to be consistent.”  It’s one of those important phrases that sort of goes without say.  We know we should listen, but it is just so easy to stray from the norm and do “whatever is needed,” regardless of...